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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,375 | $138,102-33.8% | $125,381-27.1% | $134,532-32.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.08% | 750.73%-772.8pp | 572.31%-594.4pp | 418.27%-440.3pp |
| Employer contribution / active EE | $29,384 | $5,245+460.2% | $4,815+510.2% | $4,741+519.8% |
| Participant deferral / active EE | $796 | $7,801-89.8% | $7,448-89.3% | $6,401-87.6% |
| Admin fee / account holder | $33,301 | $11,568+187.9% | $10,007+232.8% | $11,429+191.4% |